Our Mission and Vision

Mission for Our Clients

Our mission:  to help our clients earn competitive returns while they promote a transformation of our economic enterprises. 

Clients benefit from two sets of ethical criteria by which we rule in companies that meet high standards (such as alternative energy leaders) while we rule out industries such as military contracting, use of child labor, and production of tobacco and alcohol.

We offer our clients the chance to invest drawing on the best strategies in the industry while also working to bring about a future we can leave to our children in good conscience.

Vision for the World

Our vision:  a world in which all businesses give priority to the common good with the result that they yield better returns not only to shareholders, but to all stakeholders.  We aim to help our clients earn competitive returns while serving as champions of this transformation.

Specifically, we invest in companies with respectful labor practices that create such necessities as clean tech, alternative energy, and clean water. All the while, we lead an ever larger number of corporations to choose to become common good corporations and to engage in community investing. (See section on “What We Do for a Better World.”)